Access and Adding Clients
This article provides instruction in how to add new client accounts and add team members to the agency account
Creating New Advertiser Accounts
- Navigate to the agency dropdown > Add Another Account
- Fill out required info: Account name, website URL, IAB category, and logo (JPEG/PNG)
Team Management
- Users added at the agency level can access all associated advertiser accounts.
- Roles:
- Admin: Full access
- Reporting Only: Dashboard + Reporting only
- Viewer Only: View all tabs, no changes allowed
- Dashboard Only: View dashboard only
- Dashboard Only - No Spend: View dashboard without spend data
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